How big is Executive Financial Group, Inc.'s plan?

Executive Financial Group, Inc.'s plan reported $4.2M in assets and 3 participants for 2025.

Original filing (PDF)20260514105410NAL0006873587001

Executive Financial Group, Inc.

Name: Executive Financial Group, Inc. — Executive Financia, Form 5500 (2025)
Creator: Executive Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Executive Financial Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Executive Financial Group, Inc.'s Executive Financial Group, Inc. 401(k) Profit Sharing Plan held $4.2M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Executive Financial Group, Inc.'s EIN is 22-3313102.

EIN 22-3313102

Plan number 001

Plan year 2025

ACK ID 20260514105410NAL0006873587001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Executive Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Executive Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXECUTIVE FINANCIAL GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score